STRONGHOLD PRECINCTS Property Fund
The Stronghold Precincts Property Fund is a multi-asset open-ended wholesale fund which invests in direct property (real property), indirect property (unlisted property trusts which invest in real property), and a percentage of liquid investments (ASX listed A-REITs and cash deposits).
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Fund
StatusOpen
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Application
Price$1.1399
* Initial application
price will vary. -
Income
DistributionMonthly
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Portfolio
Value$33M
Fund Objective
The objective of Stronghold Precincts Property Fund is to generate recurring and sustainable monthly income with potential for capital growth for its investors.
Key Benefits
- Long term, sustainable investment vehicle
- High quality, multi-asset portfolio
- Diverse and established tenancy mix
- Quarterly redemptions
- Targeting strategic locations across SEQ for growth
Fund Summary
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Fund StructureA multi-asset, open-ended unlisted property fund
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Target Gearing Range35-45%
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Minimum Investment$25,000
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Unit PricingMonthly
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ApplicationsMonthly
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Recommended Minimum Investment Term5yrs
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DistributionsPaid monthly
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WithdrawalsProcessed quarterly1
OFFER OPEN TO WHOLESALE INVESTORS ONLY
1 Limited liquidity facility. This summary provides outline information for the Stronghold Precincts Property Fund. Accordingly,
this summary should be read in conjunction with the Information Memorandum and should not be relied upon as an independent source of information.
This summary is intended to provide general information only and has been prepared by Foundation Funds Management Limited ACN 623 977 122, AFSL 508424* (“we”),
without taking into account any particular person’s objectives, financial situation or needs. Investors should, before acting on this information, consider
the appropriateness of this information having regard to their personal circumstances. We recommend investors obtain financial advice specific to their
situation before making any financial investment decision. We do not warrant or represent that the information contained on this website is complete,
accurate or verified. Any forecast, projection or statement of opinion is not a representation or warranty as to future matters. Past performance is not a
reliable indicator of future performance. To the fullest extent permitted by law, we and our Authorised Representatives expressly disclaim all liability to
investors for any loss arising from any representation or warranty, express or implied, contained in information on this summary. Please also refer to the
information/disclaimers contained in the Information Memorandum regarding the issue of Units in the Stronghold Precincts Property Fund.
A STRONG VISION FOR INVESTMENT RETURN
WHO WE ARE
The Stronghold Precincts Property Fund is a unique, open-ended investment opportunity that specialises in quality commercial assets located in strategic suburban growth areas. The Fund is the latest evolution from property investment and advisory firm, Stronghold. Established in 2013 with a single fund, Stronghold has grown to now manage or co-manage 10 closed-ended trusts and one open fund with a combined value of over $220 million in commercial property assets.
We’ve achieved a lot since 2013. With our strong track record and our proven expertise, we have created this open-ended Fund for a very specific reason. We wanted to extend our specialised investment offering to a broader range of investors in a way that was more flexible and more sustainable.
From the very start, the strategy behind Stronghold Precincts Property Fund has been to acquire assets to create high-yielding suburban business precincts across south-east Queensland. The success of our multi-tenanted business park assets can be measured in both sustainable investor returns, and in the revitalisation of suburban communities and the amenities they offer to people who live and work in them.
Now, this open-ended Fund gives SMSF investors, financial planners, wealth advisors and family offices or trustees the opportunity to access flexible and high-yield returns from an exceptional portfolio of commercial property assets. It’s the same expertise, the same winning formula and the same experienced, high-calibre team all working to drive successful returns for our investors.
What Sets Stronghold Apart
Our strategy, approach and vision are underpinned by five key pillars.
Our commitment to these pillars is what has delivered strong, stable
investment growth since 2013.
A STRONG COMMITMENT TO INVESTMENT RETURN
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SpecialisationWe stick to what we know. That’s why we’re so good at it.
Commercial business
precincts are what we
specialise in. Our team’s
experience in this niche
market over the last 35
years means we have the
knowledge, the experience
and the winning formula to
achieve excellent investment
outcomes. -
Quality & SustainabilityA quality approach
that’s focused on
delivering long-term,
sustainable income for
our investors.We acquire high-quality assets
in strategic growth areas,
manage them with excellence,
and keep them maintained
to a high standard. This is
the Stronghold strategic
advantage that creates a
sustainable, resilient portfolio
with intergenerational
benefits. -
Complete AlignmentWe don’t just manage
the Fund. We’re also
invested in it.Our fee structure is
deliberately transparent
and directly aligned to the
cash distributions we pay
our investors. We’re strongly
motivated to keep tenancy
rates high because we see
ourselves as your investment
partners who are just as
committed to sustainable
returns as you are. -
Connected ManagementA brilliant combination
of responsive
management and
flexible leasing.Our vertically integrated
management approach is
proudly personal and handson, so we’re closely connected
with our investors and tenants
alike. And our multi-asset
portfolio consists of flexibly
designed buildings so that
we can attract and retain a
quality tenancy mix. -
CommunityWhat we’re most proud
of is the way we’re
evolving communities.Our investment in strategically
located commercial
precincts outside the CBD
is designed to revitalise
suburban communities.
Your investment in the
Fund will help contribute to
local employment, enhance
connectivity, amenity and
lifestyle options, and reduce
the environmental footprint in
these suburban business hubs.
A STRONG TRACK RECORD OF SUCCESS
Portfolio Attributes
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Properties
3
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Purchase Wale
3.5YRS
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Occupancy
94%
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Gearing
49%
Properties Portfolio
33 Brandl Street,
Eight Mile Plains QLDNet lettable area2,524m2Occupancy84%Purchase Wale2.2yrs
3 Hi-Tech Court,
Eight Mile Plains QLDNet lettable area2,507m2Occupancy100%Purchase Wale5.4yrs
4 Clunies Ross Court,
Eight Mile PlainsNet lettable area1,813m2Occupancy100%Purchase Wale3.4yrs
7 Hi-Tech Court,
Eight Mile PlainsNet lettable area1,549m2Occupancy100%Purchase Wale3.8yrs
33 Brandl Street,
Eight Mile Plains QLD
3 Hi-Tech Court,
Eight Mile Plains QLD
4 Clunies Ross Court,
Eight Mile Plains
7 Hi-Tech Court,
Eight Mile Plains
A STRONG AND EXPERIENCED TEAM
Meet the Team
THE STRONGHOLD TEAM
BRUCE ANDERSON
HEAD OF FUNDS MANAGEMENT
KIRSTY HEYMINK
HEAD OF ASSET MANAGEMENT
LORENZO PARENTI
Compliance Office / Financial Controller
STUART SMALL
BDM/INVESTOR RELATIONS
TIM DUNSDON
FUND MANAGER
News and Media
Feb 11, 2020 | Larry Schlesinger
With a yield of 7 per cent, Brisbane fund manager Stronghold expects self-managed super….
October 8, 2019 Darin Tyson-Chan
Specialist commercial property manager Stronghold Investment Management launched its first open ended fund…
8 OCT 2019 | HARRISON WORLEY
Commercial property fund manager Stronghold has launched its first open-ended property fund…
8 October 2019 | Oksana Patron
Commercial property funds management firm, Stronghold, has launched its suburban commercial property fund…
Oct 7, 2019 | Larry Schlesinger
A Brisbane fund manager is looking to tap into the growing appetite for higher yielding suburban commercial property, with a new fund…
FOR MORE INFORMATION PLEASE CONTACT
If you are an Australian Investor and you request the Information Memorandum (IM) for the Stronghold Precincts Property Fund you represent and warrant to the Trustee and the Manager that you are, and at all times will be a “Wholesale Investor” as that term is defined in the Corporations Act.
You acknowledge that the IM will be provided to you on a strictly confidential basis solely for your personal and/or adviser use. You undertake not to provide the IM to any other party without the written consent of the Manager, which may be withheld in its absolute discretion.
DOWNLOAD THE INVESTMENT SUMMARY
